Office Manager

Recruit UK is supporting a well-established Wealth Management firm in their search for an Office Manager for their office in Southampton. It’s a varied role split between office management and providing operational support to the Investment Managers on site.

This position suits someone with a background in wealth management or financial services administration, ideally with some exposure to the investment side of the business.

Responsibilities Include:

• Oversee the smooth day-to-day running of the office, suppliers and health & safety
• Support business continuity planning and maintain compliance records
• Provide administrative support to Investment Managers, including client onboarding, AML/KYC checks and meeting packs
• Coordinate suitability reviews, regulatory deadlines and corporate actions
• Supervise and support the administrators, including coaching, training and performance reviews
• Prepare monthly performance reports and coordinate meetings, tracking actions through to completion

Benefits:

• Salary up to £45,000
• 27 days annual leave plus Bank Holidays
• 8% employer pension contribution
• Life cover, private medical, health insurance extending to family members
• Flexible benefits package
• Excellent development & exam support
• Hybrid working

Requirements:

• Vast experience in a wealth management or financial services management role
• An industry qualification such as IOC Level 3 (advantageous)
• Good understanding of investment operations, client onboarding and regulatory processes
• Excellent attention to detail, organisation and the ability to prioritise under pressure
• Experience supervising, coaching or developing a small team (advantageous)

If you have a great understanding of Investment operations and are looking to move into a role with more variety and client exposure, we'd love to hear from you.